Insurance & Annuities

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

RETIREMENTPLANNING

WHOM WE SERVE

DOCTORS & DENTISTS

We know that the financial trajectory for doctors and dentists is different. By the time you complete your residency, you may have a young family, substantial debt and a lot of deferred gratification. The decisions you make in those first few years of practice can set you on a path to long-term wealth - or not. We've built a specialty in helping physicians and dentists like you navigate your complicated financial life.

ENTREPRENEURS

As an entrepreneur, you truly are a different breed. You've left behind the time-and-effort economy and only make money when you've created value for somebody else. It's not always easy when you're trying to stock inventory, make capital improvements and fund payroll. But the rewards - in time freedom and financial freedom - can be immense. We specialize in helping entrepreneurs like you harvest the profits from your business with the goal of providing you and your family with true financial indepencence.

PRE-RETIREES & RETIREES

Even if you've worked and saved all your life, it may be overwhelming to figure out how to organize your assets to provide a lifetime of income in retirement. How do you make the most of your pension, your savings and your Social Security? What's the most tax-efficient way to take your income? How does the sale of your business fit into the picture? Will you have enough to cover medical or long-term care expenses? How can you help your children and grandchildren without endangering your own financial security? Since 2001, we've been helping clients put the pieces of the puzzle together.

BUSY FAMILIES

Young families face many competing demands on their time, energy and money. Which comes first, saving for retirement or saving for college? How much life insurance do you need? How can you best take advantage of your retirement plan at work? We've been helping young families long enough to see the toddlers we started college savings plans for head off to university. We aim to help you make it all work, too.

STRIVING TO HELP YOU IMPROVE YOUR LONG-TERM FINANCIAL SUCCESS

Sherpa Wealth Strategies, LLC is a comprehensive financial services firm committed to helping you pursue your long-term financial success. Our customized programs are designed with the goal to grow and conserve your wealth by delivering an unprecedented level of personalized service.

We serve individuals and businesses in all areas of financial management, including:

Insurance and annuities

Retirement income and distribution planning

Social Security planning

Investment planning

Financial Planning

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to call us at 541-633-7728 or fill out the contact form below. We look forward to hearing from you.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Sherpa Wealth Strategies, LLC, is a Registered Investment Advisor, licensed in Oregon. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or exceptions are met.